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CIK: 0001802107
Total reported value
$259.8M
$259.8M
41 檔
62.0%
During the Q4 2024 filing period, Altus Wealth Management, LLC (CIK: 0001802107) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $259.8M across 41 reported positions.
In Q4 2024, Altus Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 19.73% | +0.13% | +1.27% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 15.85% | +1.75% | +0.62% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-Other | 15.12% | +0.07% | +1.93% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 11.60% | -0.80% | +2.47% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.76% | +0.17% | +2.74% | |
| 6 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 4.31% | — | +3.51% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.28% | -0.05% | +7.76% | |
| 8 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 4.20% | — | +1.92% | |
| 9 | IQLT | Ishares Msci International Q | ETF-Other | 2.86% | -0.36% | +2.72% | |
| 10 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.64% | — | +0.09% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.05% | +1.56% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | -0.02% | +12.44% | |
| 13 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.83% | -0.20% | +6.00% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.78% | -0.16% | +18.11% | |
| 15 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.77% | -0.17% | +6.66% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | — | +0.21% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.62% | +0.08% | +5.66% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.02% | +18.72% | |
| 19 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.44% | -0.03% | +74.89% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | -0.02% | +96.65% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | — | +1.66% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | — | +20.15% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.32% | — | +200.90% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.29% | — | +2.59% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.28% | +0.01% | — | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.06% | -3.41% | |
| 27 | EME | Emcor Group Inc | Stock-Industrials | 0.20% | — | — | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.04% | +36.17% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.01% | +0.05% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | — | -21.07% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.11% | EXIT | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.15% | -0.01% | — | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.14% | — | -4.15% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | +0.01% | — | |
| 36 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.12% | — | — | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | — | +2.25% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | — | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | — | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | — | — | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGV | Ishares Expanded Tech-softwa | +0.4% | +1.92% | Add |
| 2 | TPL | Texas Pacific Land CORP | +0.3% | +0.09% | Add |
| 3 | OEF | Ishares S&p 100 ETF | +0.2% | +1.93% | Add |
| 4 | SHM | Ss Spdr N Ice St Muni ETF | +0.2% | +74.89% | Add |
| 5 | MUB | Ishares National Muni Bond E | +0.2% | +96.65% | Add |
| 6 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 7 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +12.44% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +20.15% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.62% | Add |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +18.11% | Add |
| 12 | MSFT | Microsoft CORP | +0.1% | +18.72% | Add |
| 13 | AAPL | Apple Inc | 0% | +1.56% | Add |
| 14 | VGT | Vanguard Info Tech ETF | 0% | +5.66% | Add |
| 15 | META | Meta Platforms Inc-class A | 0% | +36.17% | Add |
| 16 | NVDA | Nvidia CORP | 0% | +0.21% | Add |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +1.66% | Add |
| 18 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 19 | TSLA | Tesla Inc | 0% | -21.07% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | 0% | -3.41% | Trim |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +0.05% | Add |
| 22 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 23 | JPIE | Jpmorgan Income ETF | — | +6.66% | Add |
| 24 | EME | Emcor Group Inc | — | — | Unchanged |
| 25 | SCHB | Schwab US Broad Market ETF | — | +200.90% | Add |
| 26 | COST | Costco Wholesale CORP | — | — | Unchanged |
| 27 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 29 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 30 | PG | Procter & Gamble Co/the | 0% | +7.76% | Add |
| 31 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 32 | JNJ | Johnson & Johnson | 0% | +2.25% | Add |
| 33 | SO | Southern Co/the | 0% | -4.15% | Trim |
| 34 | IGEB | Ishares Investment Grade Sys | 0% | +6.00% | Add |
| 35 | AZNN | Astrazeneca Plc-spons Adr | 0% | — | Unchanged |
| 36 | MRK | Merck & Co. Inc. | -0.1% | +2.59% | Add |
| 37 | IEO | Ishares U.s. Oil & Gas Explo | -0.2% | +3.51% | Add |
| 38 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +2.74% | Add |
| 39 | CTBI | Community Trust Bancorp Inc | -0.2% | EXIT | Sold out |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +1.27% | Add |
| 41 | IQLT | Ishares Msci International Q | -0.4% | +2.72% | Add |
| 42 | DGRO | Ishares Core Dividend Growth | -0.5% | +2.47% | Add |
According to official SEC Form 13F filings, Altus Wealth Management, LLC reported a total U.S. public equity portfolio value of $259.8M across 41 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, QQQ, OEF) accounted for 62.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
V
市值: $218.4K
Top Position Liquidated / Trimmed
CTBI
前期市值: $468.8K
During Q4 2024, Altus Wealth Management, LLC's top holdings by market value included VTI (19.7%)、QQQ (15.8%)、OEF (15.1%). The largest single position, VTI, represented 19.7% of total portfolio value.
In Q4 2024, Altus Wealth Management, LLC made 33 total portfolio adjustments, initiating 2 new buys, adding to 27 positions, trimming 3 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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